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Baron Emerging Markets Institutional (BEXIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.970.00 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.78%
5-year average return1.96%
Number of years up8
Number of years down5
Best 1-yr total return (27 Jun 2024)40.63%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return40.63%
Worst 3-yr total return-8.96%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBEXIXCategory
YTD2.64%8.73%
1-month0.35%1.20%
3-month3.30%5.47%
1-year9.71%41.79%
3-year-9.45%11.48%
5-year2.31%12.18%
10-year2.19%4.39%
Last bull market13.69%17.73%
Last bear market-10.33%-25.55%

Annual total return (%) history

Year
BEXIXCategory
2024
N/AN/A
2023
8.29%N/A
2022
-25.82%N/A
2021
-6.07%N/A
2020
29.22%17.90%
2019
18.86%19.25%
2018
-18.49%-16.07%
2017
40.63%34.17%
2016
4.08%8.47%
2015
-10.97%-13.79%
2014
3.75%-3.01%
2013
15.02%-0.14%
2012
23.22%18.15%
2011
-17.00%-19.86%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.50%N/AN/AN/A
20232.68%3.81%-4.89%6.81%
2022-14.11%-10.33%-11.30%8.58%
2021-0.16%4.83%-6.47%-4.06%
2020-25.02%26.67%12.92%20.48%
201911.95%0.29%-3.34%9.53%
20180.85%-9.35%-4.98%-6.15%
201713.02%6.45%10.10%6.16%
20160.85%4.78%7.33%-8.23%
2015-0.34%0.76%-14.26%3.41%
20141.82%6.54%-4.63%0.28%
20132.29%-1.56%8.89%4.90%
201215.42%-7.31%12.61%2.27%
2011-1.30%0.61%-16.31%-0.12%

Rank in category (by total return)

YTD70
1-month86
3-month58
1-year79
3-year86
5-year80

Load adjusted returns

1-year9.71%
3-year-9.45%
5-year2.31%
10-year2.19%